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Clear Investment Research’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Clear Investment Research’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,371
Closed -$24K – 110
2020
Q2 		$24K Buy
+2,371
New +$23K 0.05% 74

Other funds holding FENY

TIA
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Commonwealth Equity Services
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Clear Investment Research's FENY Position: Q3 2020 in Review

Clear Investment Research sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2020, closing a stake of 2,371 shares — an estimated $24K sold.

Clear Investment Research first reported a position in FENY in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 87 funds tracked by Wall St. Rank hold FENY as of Q3 2020.

  • Clear Investment Research reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2020 after selling out during the quarter.
  • Clear Investment Research sold 2,371 Fidelity MSCI Energy Index ETF shares in Q3 2020, an estimated $24K.
  • Clear Investment Research first reported a position in Fidelity MSCI Energy Index ETF in Q2 2020 and held it in 1 quarter.
  • Clear Investment Research's Fidelity MSCI Energy Index ETF position peaked at $24K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2020.

Based on Clear Investment Research's 13F filing for Q3 2020, filed 4 Nov 2020.